Document Center

Store, organize, and manage all your construction documents in one place.

Overview

The Document Center is your central hub for all project files. It uses AI to:

• Automatically categorize documents
• Extract data from invoices and receipts
• Search across all your files
• Detect duplicate uploads

Document Types

BuildVision automatically categorizes documents:

Quick Actions

From the Document Center you can:

• Upload - Add new files
• Download - Get files to your device
• Share - Send documents to others
• Open in Takeoff - Measure plans
• Extract Data - Run AI on invoices
• Archive - Hide without deleting
• Delete - Remove permanently

Views

Grid View

Visual thumbnails of all documents. Good for:

• Finding plans by visual appearance
• Browsing photos
• Quick overview

List View

Detailed table with sortable columns:

• Name, type, date, project
• Sort and filter easily
• Bulk operations

Organization Tips

Naming Conventions

Use clear, consistent names:

• A101 - Floor Plan - Rev 2
• Invoice - ABC Lumber - 2024-03-15
• Photo - Kitchen Demo - Day 3

Project Association

Link documents to projects:

• Easier to find later
• Shows in project Documents tab
• Permissions follow project access

Versioning

When uploading revisions:

• Name includes revision (Rev 1, Rev 2)
• Archive old versions
• Latest shows first in searches

Storage & Limits

View your usage in Settings → Storage.

Security

Your documents are:

• Encrypted in transit and at rest
• Access controlled by role
• Audit logged for compliance
• Backed up automatically

Next Steps

• Upload your first document
• Set up AI extraction
• Search your files